# OAK VALUE CAPITAL MANAGEMENT, INC

OAK VALUE CAPITAL MANAGEMENT, INC of CHAPEL HILL, NC is an SEC-registered investment adviser.

## Registration

- CRD: 106803
- Type: SEC-registered investment adviser
- SEC file number: 801-38739
- Location: 1450 RALEIGH ROAD, SUITE 220, CHAPEL HILL, NC, 27517
- Phone: 919.419.1900
- Latest filing: 2010-02-05
- Regulatory AUM: $195.2M
- Discretionary AUM: $195.2M
- Clients: 11
- Accounts: 89

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| PHILLIPS RICHARD LYNN | SVP, DIRECTOR OF RESEARCH, PORTFOLIO MGR, AND DIRECTOR | — |
| CARR DAVID RICHARD | CHAIRMAN, CIO, SR. PORTFOLIO MGR, AND DIRECTOR; CHAIRMAN, DIRECTOR, CIO, AND PORTFOLIO MGR; CHAIRMAN, DIRECTOR, CIO, AND SR. PORTFOLIO MGR (+2 more) | — |
| COATS LARRY DOUGLAS | EXECUTIVE VICE PRESIDENT, DIRECTOR, PORTFOLIO MGR; PRESIDENT, CEO, DIRECTOR, AND PORTFOLIO MGR; PRESIDENT, CEO, DIRECTOR, AND SR. PORTFOLIO MGR (+1 more) | — |
| SAUER MATTHEW FRANCIS | EVP, SR. PORTFOLIO MGR, AND DIRECTOR; EXEC. VICE PRESIDENT, ASSISTANT TREASURER, ASSISTANT SECRETARY, DIRECTOR, AND SR. PORTFOLIO MGR; SR. VICE PRESIDENT, ASSISTANT TREASURER, ASSISTANT SECRETARY, DIRECTOR, DIRECTOR OF RESEARCH, AND PORTFOLIO MGR (+1 more) | — |
| LANDIS MARGARET COURTENAY | SENIOR VICE PRESIDENT, TREASURER, CORPORATE SECRETARY, DIRECTOR, AND DIRECTOR OF COMPLIANCE AND BUSINESS SUPPORT; SENIOR VICE PRESIDENT, TREASURER, CORPORATE SECRETARY, DIRECTOR, DIRECTOR OF COMPLIANCE AND BUSINESS SUPPORT, AND CCO; SVP, CHIEF COMPLIANCE OFFICER, DIRECTOR OF COMPLIANCE AND BUSINESS SUPPORT, TREASURER, CORP. SECRETARY, AND DIRECTOR (+2 more) | — |
| BRUMLEY GEORGE WILLIAM | CEO, CHAIRMAN, DIRECTOR, TREASURER, PORTFOLIO MGR | — |
| TEDDER STEPHEN EDWARD | COO, SR. VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106803/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106803/similar
- Related entities: https://search.stillhousedata.com/firm/106803/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106803

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.